Melbourne Metro 2nd Half

Page 1

Affordable & Liveable Property Guide Melbourne Metro 2 nd Half 2021


MELBOURNE METRO Annual Change^

OVERVIEW

Sales

Median property prices in Melbourne Metro increased by 17.7% for houses to $1,160,000 from Q3 2020 to Q3 2021*, and by 2.4% for units at $630,000. Between Q3 2020 – Q3 202,1 total sales in Melbourne Metro increased by 73.0% (to 5,528 sales) for houses and by 90.0% (to 6,114 sales). Melbourne Metro’s median price growth has occurred amidst increased sales activity, indicating real returns in capital investment and high demand. Property owners can be highly confident in their asset’s ongoing value. An estimated $24.5B of developments is planned across the 2nd half of 2021. A focus on infrastructure projects will improve liveability for residents and create jobs in the construction phase, while commercial projects are also a positive indicator of future long-term employment. This stimulates a more vibrant economy in Melbourne Metro as the economy re-opens.

Median Price Rental Price

Sales Median Price Rental Price

RECENT TOP PERFORMERS Area

Inner

North

South

East

West

Suburb Flemington

Type

Median Price 2020

Median Price 2021*

House $1,000,000 $1,276,000

Price Growth

Projects 2021***

27.6%

$202.0M

Carlton

Unit

$340,000

$445,000

30.9%

$143.1M

Preston

House

$930,000

$1,215,000

30.6%

$378.3M

Coburg

Unit

$527,000

$594,000

12.7%

$122.0M

26.3%

$176.3M

Highett

House $1,235,000 $1,560,000

Bentleigh

Unit

$665,000

$862,000

29.6%

$30.0M

Oakleigh South

House

$908,000

$1,118,500

23.2%

$37.6M

Burwood East

Unit

$500,000

$730,000

46.0%

$41.5M

South Kingsville

House

$847,000

$1,100,000

29.8%

$101.5M

Altona North

Unit

$658,000

$750,000

13.9%

$174.5M

METHODOLOGY

$1.16M

$630K

HOUSE

UNIT

MEDIAN RENTAL PRICE

$470

$400

HOUSE

UNIT

BENCHMARKS

This affordable and liveable property guide for Melbourne Metro analyses all suburbs within a 20km radius of the Melbourne CBD. The following criteria were considered: •

Property trends criteria – all suburbs have a minimum of 20 sales transactions for statistical reliability purposes. Based on market conditions, suburbs have either positive, or as close as possible to neutral price growth between 2020 to 2021*.

Investment criteria – as of September 2021, suburbs considered will have an onpar or higher rental yield than Melbourne Metro, and an on-par or lower vacancy rate.

MEDIAN SALE PRICE

Affordability criteria – identified affordable and liveable suburbs have a median price below a set threshold. This was determined by adding percentage premiums to the Victoria (VIC) average home loan, which was $568,188** as of Q2 2021. Premiums of 71% for houses and 6% for units were added, which were below those required to reach Melbourne Metro’s median prices (104% for houses and 11% for units). This places the chosen suburbs below Melbourne’s median prices, meaning that the suburbs identified within this report are more affordable for buyers.

Development criteria – suburbs identified must have a high total estimated value of future project development for the 2nd half of 2021, as well as a higher proportion of commercial and infrastructure projects. This ensures the suburbs show signs of sustainable economic growth, in turn positively affecting the property market.

Liveability criteria – all identified suburbs have low crime rates, availability of amenities within a 5km radius (i.e. schools, green spaces, public transport, shopping centres and health care facilities), and an unemployment rate on-par or lower in comparison to the VIC average (as determined by the Department of Jobs and Small Business, June Quarter 2021 release). 30th

*Median price quoted captures sale transactions from 1st January 2021 to September 2021, or Q1 2020 – Q3 2021. **Average home loan figure is derived from June Quarter 2021 Housing Affordability Report by the Real Estate Institute of Australia (REIA) and Adelaide Bank. ***Project development is based on aggregate of estimated construction value for residential, commercial, industrial, mixed-use and infrastructure projects scheduled to commence in the 2nd half of 2021 as stated by the relevant data authority. ^Annual Change is reflective of median price change from Q3 2020 to Q3 2021. Figures displayed in infographics are for the period Q3 2020. Source: APM Pricefinder, REIA, SQM Research, Cordell Connect, Department of Jobs and Small Business. © PRD 2021.

MELBOURNE METRO

2.5%

3.4%

HOUSE YIELD

UNIT YIELD

3.5%

VACANCY RATE

BENCHMARKS VICTORIA

4.4% UNEMPLOYMENT RATE

AVERAGE HOME LOAN

$568,188


AVERAGE VENDOR DISCOUNT

KEY COMMENTS Average vendor discounts between Q3 2020 and Q3 2021 have swung to a premium of 4.2% for houses and tightened to -0.5% for units. Melbourne Metro market conditions have shifted to favour sellers, where buyers have to either offer higher or close to the first list price. Unit buyers can still benefit from a discount, however time is limited.

4.0%

3.8%

2.7%

2.0% 1.0%

4.2%

3.0%

-0.4%

-0.5%

Q2 2021

Q3 2021

-1.1%

-2.4%

-0.1%

-2.8%

-2.0%

-3.8%

-1.0%

-2.5%

0.0%

-3.8%

Change from Listing to Sale Price

5.0%

-3.0%

The dominant proportion of homes sold in Melbourne Metro across 2021# were in the premium price bracket of $900,000 and above (66.3%). Units also recorded a dominant premium price bracket of $600,000 and above (56.6%). Affordable options for first home buyers are still available, more so in the unit market, however have shrunk in the past 12 months.

-4.0% -5.0% Q2 2020

Q3 2020

Q4 2020

Q1 2021

House

Unit

MARKET PERFORMANCE House Sales

Unit Sales

House Median

Unit Median

$1,400,000

12,000

$1,200,000

10,000

$1,000,000

8,000

$800,000 6,000 $600,000 4,000

$400,000

2,000

$200,000

0

$0 Q3 2020

Q4 2020

Q1 2021

Q2 2021

Q3 2021

PRICE BREAKDOWN 2021# HOUSES SOLD

UNITS SOLD

6.8% 10.2% 8.7%

19.4%

Less than $599,999 $600,000 to $699,999

$450,000 to $499,999

7.5%

$700,000 to $799,999

66.3%

8.1%

$800,000 to $899,999 $900,000 and above

#2021

Less than $449,999

56.6%

8.0% 8.5%

encapsulates sales transactions for Q3 2020 – Q3 2021 (01/01/2020 – 30/09/2021) only. Source: APM Pricefinder. © Copyright PRD 2021.

$500,000 to $549,999 $550,000 to $599,999 $600,000 and above


MELBOURNE METRO MEDIAN HOUSE PRICE 2021* 20KM FROM CBD 5

3

6 2

4

1

MELBOURNE AFFORDABLE & LIVEABLE SUBURBS LEGEND

RENTAL YIELD

Data not available Suburb

House

1

Point Cook

3.2%

2

Keilor East

3

Greensborough

$0 - $500,000

Suburb

Unit

4

Truganina

3.9%

3.2%

5

Greenvale

5.8%

2.6%

6

Hadfield

3.5%

$500,000 - $800,000 $800,000 - $1,000,000 $1,000,000 - $2,000,000 $2,000,000+ 20km from CBD Translucent colours for <20 sales

*House median price reflected in the heat-map captures sale transactions from 1st January 2021 to 30th September 2021. Source: APM Pricefinder, ESRI ArcGIS, SQM Research. © PRD 2021.


RENTAL GROWTH 2021 € In September 2021, house rental yields in Melbourne Metro were recorded at 2.5%. In the 12 months to Q3 2021, the median house rental price softened by -5.1% to $470 per week. The Melbourne Metro rental market is looking to improve in the near future, as the state is coming out of COVID-19 lock downs and international borders re-opening. Two bedroom houses were the least impacted, recording a median price of $500 per week. A softening in median rental prices was felt mostly in the unit market. This is potentially a consequence of international border closures, as the Melbourne Metro apartment market was predominately demanded by overseas students. In September 2021, Melbourne Metro recorded a vacancy rate of 3.5%, above that of Sydney Metro (2.7%) and Brisbane Metro (1.4%). Vacancy rates in Melbourne Metro have considerably tightened since reaching a peak in December 2020 (4.7%). Melbourne Metro’s vacancy rate continues to show a declining trend since the beginning of 2021, suggesting higher rental demand as the area comes out of lock downs and restrictions. This should provide greater confidence to investors.

2 Bed House

3 Bed House

4+ Bed House

1 Bed Unit

2 Bed Unit

3+ Bed Unit

0.0%

-2.2%

-11.1%

-5.8%

-4.7%

-3.5%

$500

$450

$480

$325

$410

$550

RENTAL VACANCY RATES 2021 5.0% 4.5% 4.0% 3.5% 3.0% 2.5% 2.0% 1.5% 1.0% 0.5% 0.0%

REIA 'Healthy' Benchmark

RENTAL YIELD 2021 §

3.7%

2.2%

2.5%

5.2%

3.4%

3.4%

Brisbane Metro

Sydney Metro

Melbourne Metro

Brisbane Metro

Sydney Metro

Melbourne Metro

€ Annual rental growth is a comparison between Q3 2020 – Q3 2021 (01/01/2020 – 30/09/2021) house median rent figures. § Rental yields shown are as reported at September 2021. Source: APM Pricefinder, SQM Research. © Copyright PRD 2021.

Sep-21

Jun-21

Mar-21

Dec-20

Melbourne Metro

Sep-20

Jun-20

Brisbane Metro

Mar-20

Dec-19

Sep-19

Jun-19

Mar-19

Dec-18

Sep-18

Sydney Metro


PROPERTY CLOCK - HOUSES Peak

Upswing

Downswing

Bottom

AFFORDABLE & LIVEABLE HOUSE SUBURBS POINT COOK 3030

KEILOR EAST 3033

2 Bed 3 Bed 4+ Bed

GREENSBOROUGH 3088

2 Bed 3 Bed 4+ Bed

2 Bed 3 Bed 4+ Bed

Located about 20.0km from the Melbourne CBD. Median House Price $702,000 • 2 Bed Median Price $492,000 • 3 Bed Median Price $645,000 • 4+ Bed Median Price $740,000

Located about 10.0km from the Melbourne CBD. Median House Price $920,000 • 2 Bed Median Price $728,000* • 3 Bed Median Price $878,000 • 4+ Bed Median Price $1,062,000

Annual Median Price Growth

10.6%**

Annual Median Price Growth

9.9%**

Annual Median Price Growth

22.0%**

Vacancy Rate (Sep-21)

3.1%

Vacancy Rate (Sep-21)

2.4%

Vacancy Rate (Sep-21)

1.2%

Rental Yield (Sep-21)

3.2%

Rental Yield (Sep-21)

3.2%

Rental Yield (Sep-21)

2.6%

Key Amenities (5km) Total Projects ($)

Key Project

Unemployment Rate

Werribee Mercy Hospital

$25.8M^ Upper Point Cook Estate Remaining Stages ($20.0M, 470 Lots)

3.1%

Located about 18.0km from the Melbourne CBD. Median House Price $970,000 • 2 Bed Median Price $860,000* • 3 Bed Median Price $904,000 • 4+ Bed Median Price $1,080,000

Key Amenities (5km)

Sunshine Hospital

Key Amenities (5km)

Total Projects ($)

$38.4M^

Total Projects ($)

Key Project

Unemployment Rate

Residential Development Valley Lake ($30.0M)

5.6%↑

Key Project

Unemployment Rate

Westfield Plenty Valley

$22.2M^ Hailes Street Apartments ($4.8M, 21 Apartments)

4.4%

^Quoted estimated values of projects are based on reported land/construction values as stated by the relevant data authority and do not signify their commercial/resale value. *Median price is quoted as an indication only due to having less than 20 sales transactions. ↑Quoted unemployment rate is an indication of only having a higher rate than the state average **Median price growth quoted captures sale transactions from 1st January 2021 to 30th September 2021, or Q1 2021 – Q3 2021. Source: APM Pricefinder, SQM Research, Cordell Connect, Department of Small Jobs and Business, Google Maps. © PRD 2021.


PROPERTY CLOCK - UNITS Peak

Upswing

Downswing

Bottom

AFFORDABLE & LIVEABLE UNIT SUBURBS TRUGANINA 3029

GREENVALE 3059

1 Bed 2 Bed 3+ Bed

HADFIELD 3046

1 Bed 2 Bed 3+ Bed

1 Bed 2 Bed 3+ Bed

Located about 17.0km from the Melbourne CBD. Median Unit Price $446,000 • 1 Bed Median Price N/A • 2 Bed Median Price $374,000* • 3+ Bed Median Price $460,000

Located about 18.0km from the Melbourne CBD. Median Unit Price $590,000 • 1 Bed Median Price N/A • 2 Bed Median Price $440,000* • 3+ Bed Median Price $600,000

Annual Median Price Growth

3.1%**

Annual Median Price Growth**

11.3%**

Annual Median Price Growth**

3.4%**

Vacancy Rate (Sep-21)

1.2%

Vacancy Rate (Sep-21)

2.4%

Vacancy Rate (Sep-21)

3.1%

Rental Yield (Sep-21)

3.9%

Rental Yield (Sep-21)

5.8%

Rental Yield (Sep-21)

3.5%

Key Amenities (5km) Total Projects ($)

Key Project

Unemployment Rate

Werribee Mercy Hospital

$1.9B^ Mount Atkinson Mixed Use Precinct ($1.7B)

4.4%

Key Amenities (5km) Total Projects ($)

Key Project

Unemployment Rate

Melbourne Airport

$9.5M^ Somerton Road Multiple Units ($3.2M, 18 Townhouses)

5.6%↑

Located about 10.0km from the Melbourne CBD. Median Unit Price $600,000 • 1 Bed Median Price $367,000* • 2 Bed Median Price $562,000 • 3+ Bed Median Price $641,000

Key Amenities (5km) Total Projects ($)

Key Project

Unemployment Rate

Broadmeadows Hospital

$8.9M^ Vic Ses Broadmeadows ($4.5m)

5.4%↑

^Quoted estimated values of projects are based on reported land/construction values as stated by the relevant data authority and do not signify their commercial/resale value. *Median price is quoted as an indication only due to having less than 20 sales transactions. ↑Quoted unemployment rate is an indication of only having a higher rate than the state average **Median price growth quoted captures sale transactions from 1st January 2021 to 30th September 2021, or Q1 2021 – Q3 2021. Source: APM Pricefinder, SQM Research, Cordell Connect, Department of Small Jobs and Business, Google Maps. © PRD 2021.


PROJECT DEVELOPMENT MAP 2ND HALF 2021*

LEGEND Commercial Infrastructure Industrial Mixed-use Residential

$1.8B

$5.9B $7.5B

$5.4B $3.8B

Project£

Location

Type

Estimated Valueµ

Suburb

1

Chadstone Shopping Centre Redevelopment

Commercial

$685,000,000

Malvern East

2

Westfield Doncaster

Commercial

$500,000,000

Doncaster

3

435 Bourke Street Office Tower

Commercial

$300,000,000

Melbourne

4

51 Flinders Lane

Commercial

$200,000,000

Melbourne

5

Little Collins Street Office - 130 Collins Street

Commercial

$190,000,000

Melbourne

6

Next Dc M3 - Phase 1

Commercial

$229,771,000

Footscray West

7

The Walk Arcade Redevelopment Holiday Inn Hotel & Hotel Indigo

Commercial

$200,000,000

Melbourne

8

Seqirus Biotech Manufacturing Facility

Industrial

$800,000,000

Melbourne Airport

9

Assembly Business Precinct Broadmeadows Overall Project (Former Ford Site)

Industrial

$500,000,000

Campbellfield

10

E-gate (Former West Melbourne Rail Yards)

Infrastructure

$5,000,000,000

West Melbourne

11

Prahran Housing Estate Renewal

Infrastructure

$200,000,000

Prahran

12

So/ Hotel (Accor)

Infrastructure

$200,000,000

Melbourne

13

Bangs Street Public Housing Renewal Prahran

Infrastructure

$180,000,000

Prahran

14

Marvel Stadium Redevelopment

Infrastructure

$225,000,000

Docklands

15

85 Spring Street Mixed Use Development- (142 Apartments)

Mixed-use

$200,000,000

Melbourne

16

Dynon Mixed Use Precinct

Mixed-use

$500,000,000

West Melbourne

17

Home Docklands-(676 Apartments)

Mixed-use

$230,000,000

Docklands

18

Melbourne Quarter Tower Three

Residential

$250,000,000

Docklands

19

The Muse Melbourne- (42 Apartments)

Residential

$200,000,000

Melbourne

20

Mount Atkinson Mixed Use Precinct Remaining Stages-(7341 Dwellings)

Residential

$1,700,000,000

Truganina

* Project development map showcases a sample of upcoming projects only, due to accuracy of addresses provided by the data provider for geocoding purposes. £ Top Projects are based on suburbs located within a 20km radial distance of the Melbourne CBD. µ Estimated value is the value of construction costs provided by relevant data authority, it does not reflect the project’s sale/commercial value. Source: Cordell Connect database, ESRI ArcGIS. © PRD 2021.


ABOUT PRD RESEARCH PRD Research Division provides reliable, unbiased, and authoritative property research and consultancy to clients in metro and regional locations across Australia Our extensive research capability and specialised approach ensures our clients can make the most informed and financially sound decisions about residential and commercial properties.

OUR KNOWLEDGE Access to accurate and objective research is the foundation of all good property decisions. As the first and only truly knowledge based property services company, PRD shares experience and knowledge to deliver innovative and effective solutions to our clients. We have a unique approach that integrates people, experience, systems and technology to create meaningful business connections. We focus on understanding new issues impacting the property industry; such as the environment and sustainability, the economy, demographic and psychographic shifts, commercial and residential design; and forecast future implications around such issues based on historical data and fact.

OUR PEOPLE Our research team is made up of highly qualified researchers who focus solely on property analysis. Skilled in deriving macro and micro quantitative information from multiple credible sources, we partner with clients to provide strategic advice and direction regarding property and market performance. We have the added advantage of sourcing valuable and factual qualitative market research in order to ensure our solutions are the most well considered and financially viable. Our experts are highly sought after consultants for both corporate and government bodies and their advice has helped steer the direction of a number of property developments and secured successful outcomes for our clients.

OUR SERVICES Our research services span over every suburb, LGA, and state within Australia; captured in a variety of standard and customised products. We have the ability and systems to monitor market movements, demographic changes and property trends. We use our knowledge of market sizes, price structure and buyer profiles to identify opportunities for clients and provide market knowledge that is unbiased, thorough and reliable.

PRD does not give any warranty in relation to the accuracy of the information contained in this report. If you intend to rely upon the information contained herein, you must take note that the Information, figures and projections have been provided by various sources and have not been verified by us. We have no belief one way or the other in relation to the accuracy of such information, figures and projections. PRD will not be liable for any loss or damage resulting from any statement, figure, calculation or any other information that you rely upon that is contained in the material. Prepared by PRD Research © All medians and volumes are calculated by PRD Research. Use with written permission only. All other responsibilities disclaimed.

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